+951.3%
APH vs CNH
+134.0%
+817.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +10.9% | -2.7% | +4.4% |
| 7D | +1.1% | +8.6% | -7.5% | -1.6% |
| 30D | -7.5% | +12.6% | -20.0% | -11.3% |
| 3M | -4.4% | +17.5% | -21.9% | -10.7% |
| 6M | +26.5% | +18.1% | +8.4% | +16.8% |
| YTD | +20.0% | +40.4% | -20.3% | +2.9% |
| 1Y | +16.9% | +34.0% | -17.1% | +1.6% |
| 3Y | +288.5% | +35.3% | +253.2% | +223.1% |
| 5Y | +310.3% | -5.1% | +315.4% | +278.8% |
| 10Y | +951.3% | +124.0% | +827.3% | +618.6% |
| All | +951.3% | +134.0% | +817.3% | +618.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling